Sean Tomko

Experience

1. Associate Wealth Management Advisor - Investment Operations

   Northwestern Mutual

   Jul 2024 — Present · Pittsburgh, PA, US

   Serve as a key operational partner to financial advisors, supporting the full client lifecycle — from onboarding and investment proposal development to annual reviews and long-term strategy execution• Prepare comprehensive client presentations, needs-based analyses, and investment proposals aligned with risk tolerance, asset allocation models, and advisor strategy• Manage end-to-end processing of advisory and brokerage accounts, including rollovers, funding, asset transfers, and implementation of portfolio re-allocations• Act as a subject matter expert on investment operations, compliance procedures, and advisory platforms, serving as a go-to resource within the office• Lead 1-on-1 investment training for newly licensed advisors, ensuring confidence in product knowledge, investment platforms, and compliance standards• Conduct recurring individual 1x1 sessions with advisors to troubleshoot investment scenarios, refine planning processes, and enhance practice efficiency

Education

• University of Pittsburgh

  Bachelor of Science (BS), Mechanical Engineering

  2010 — 2014

Skills

• Mechanical Engineering
• Engineering
• Solidworks
• Microsoft Office
• Hydraulics
• Pro Engineer
• Organization & Prioritization Skills
• Engineering Drawings
• Materials Science
• Couplings
• Time Management
• Public Speaking
• Data Analysis
• Presentation Skills
• Microsoft Excel
• Research